Location: Mechanicsburg, PA
CIK: 0001774744 · Show all filings
Period: Q2 2026 (← Previous) (Next →)
Filing Date: Jul 29, 2026
Total Value: $157M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 31,119 | $9.005M | 5.7% | $289.36 | $236.58 | +22.3% | COM | 037833100 |
| NVDA | NVIDIA CORPORATION | 32,624 | $6.528M | 4.2% | $200.09 | $139.14 | +43.8% | COM | 67066G104 |
| AMZN | AMAZON COM INC | 19,839 | $4.729M | 3.0% | $238.34 | $213.66 | +11.6% | COM | 023135106 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | 108,930 | $4.487M | 2.9% | $41.19 | $36.02 | +14.3% | FT VEST U.S EQT | 33740F433 |
| MSFT | MICROSOFT CORP | 11,753 | $4.384M | 2.8% | $373.03 | $424.36 | -12.1% | COM | 594918104 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 68,796 | $4.124M | 2.6% | $59.95 | $51.01 | +17.5% | FT VEST US EQT | 33740F722 |
| GOOGL | ALPHABET INC | 8,339 | $2.98M | 1.9% | $357.37 | $185.59 | +92.6% | CAP STK CL A | 02079K305 |
| AVGO | BROADCOM INC | 7,831 | $2.958M | 1.9% | $377.75 | $196.36 | +92.4% | COM | 11135F101 |
| C | CITIGROUP INC | 20,919 | $2.928M | 1.9% | $139.96 | $66.90 | +109.2% | COM NEW | 172967424 |
| MU | MICRON TECHNOLOGY INC | 2,478 | $2.86M | 1.8% | $1154.29 | $127.82 | +803.1% | COM | 595112103 |
| WFC | WELLS FARGO & CO | 31,856 | $2.633M | 1.7% | $82.64 | $67.43 | +22.6% | COM | 949746101 |
| IVV | ISHARES TR | 3,359 | $2.516M | 1.6% | $748.89 | $670.30 | +11.7% | CORE S&P500 ETF | 464287200 |
| META | META PLATFORMS INC | 3,894 | $2.193M | 1.4% | $563.26 | $614.49 | -8.3% | CL A | 30303M102 |
| QMMY | FIRST TR EXCHNG TRADED FD VI | 78,856 | $2.089M | 1.3% | $26.49 | $22.05 | +20.1% | VEST NASDAQ 100 | 33740F268 |
| MPC | MARATHON PETE CORP | 8,141 | $2.081M | 1.3% | $255.67 | $152.59 | +67.6% | COM | 56585A102 |
| CVS | CVS HEALTH CORP | 19,525 | $2.02M | 1.3% | $103.45 | $58.66 | +76.4% | COM | 126650100 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4,183 | $1.998M | 1.3% | $477.57 | $193.84 | +146.4% | SPONSORED ADS | 874039100 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | 43,372 | $1.886M | 1.2% | $43.49 | $36.61 | +18.8% | FT VEST US EQT | 33740U661 |
| DYNF | BLACKROCK ETF TRUST | 26,192 | $1.781M | 1.1% | $68.01 | $56.76 | +19.8% | ISHARES US EQUIT | 09290C103 |
| CAT | CATERPILLAR INC | 1,638 | $1.744M | 1.1% | $1064.90 | $556.92 | +91.2% | COM | 149123101 |
| IVE | ISHARES TR | 7,555 | $1.715M | 1.1% | $227.06 | $202.49 | +12.1% | S&P 500 VAL ETF | 464287408 |
| GOOG | ALPHABET INC | 4,777 | $1.688M | 1.1% | $353.33 | $228.66 | +54.5% | CAP STK CL C | 02079K107 |
| YSEP | FIRST TR EXCHNG TRADED FD VI | 57,562 | $1.585M | 1.0% | $27.54 | $23.59 | +16.7% | FT VEST INT EQ M | 33740U828 |
| IVW | ISHARES TR | 10,699 | $1.471M | 0.9% | $137.54 | $132.05 | +4.2% | S&P 500 GRWT ETF | 464287309 |
| DGRO | ISHARES TR | 18,467 | $1.4M | 0.9% | $75.79 | $65.00 | +16.6% | CORE DIV GRWTH | 46434V621 |
| BTI | BRITISH AMERN TOB PLC | 22,659 | $1.399M | 0.9% | $61.76 | $45.57 | +35.5% | SPONSORED ADR | 110448107 |
| CAH | CARDINAL HEALTH INC | 5,831 | $1.385M | 0.9% | $237.56 | $117.27 | +102.6% | COM | 14149Y108 |
| WDC | WESTERN DIGITAL CORP | 2,115 | $1.351M | 0.9% | $638.72 | $261.00 | +144.7% | COM | 958102105 |
| AMAT | APPLIED MATLS INC | 1,759 | $1.272M | 0.8% | $723.00 | $461.39 | +56.7% | COM | 038222105 |
| JPM | JPMORGAN CHASE & CO | 3,857 | $1.263M | 0.8% | $327.33 | $228.42 | +43.3% | COM | 46625H100 |
| HD | HOME DEPOT INC | 3,495 | $1.233M | 0.8% | $352.66 | $364.16 | -3.2% | COM | 437076102 |
| LHX | L3HARRIS TECHNOLOGIES INC | 4,231 | $1.229M | 0.8% | $290.59 | $240.76 | +20.7% | COM | 502431109 |
| JNJ | JOHNSON & JOHNSON | 4,520 | $1.148M | 0.7% | $253.96 | $201.89 | +25.8% | COM | 478160104 |
| WCC | WESCO INTL INC | 3,257 | $1.125M | 0.7% | $345.43 | $253.48 | +36.3% | COM | 95082P105 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | 32,581 | $1.101M | 0.7% | $33.79 | $28.05 | +20.5% | FT VEST NAS | 33740F557 |
| IEMG | ISHARES INC | 13,164 | $1.091M | 0.7% | $82.84 | $59.24 | +39.8% | CORE MSCI EMKT | 46434G103 |
| BAX | BAXTER INTL INC | 51,120 | $1.09M | 0.7% | $21.32 | $18.64 | +14.4% | COM | 071813109 |
| GE | GE AEROSPACE | 2,913 | $1.089M | 0.7% | $373.76 | $181.61 | +105.8% | COM NEW | 369604301 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 520 | $1.082M | 0.7% | $2080.79 | $1995.59 | +4.3% | CL A | 31946M103 |
| TXN | TEXAS INSTRS INC | 3,609 | $1.076M | 0.7% | $298.07 | $202.11 | +47.5% | COM | 882508104 |
| DGRW | WISDOMTREE TR | 11,132 | $1.064M | 0.7% | $95.62 | $83.57 | +14.4% | US QTLY DIV GRT | 97717X669 |
| HPE | HEWLETT PACKARD ENTERPRISE C | 23,290 | $1.051M | 0.7% | $45.11 | $21.94 | +105.6% | COM | 42824C109 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 2,099 | $1.05M | 0.7% | $500.39 | $463.67 | +7.9% | CL B NEW | 084670702 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 8,507 | $1.047M | 0.7% | $123.11 | $159.29 | -22.7% | COM | 45866F104 |
| LLY | ELI LILLY & CO | 868 | $1.041M | 0.7% | $1199.43 | $828.76 | +44.7% | COM | 532457108 |
| CSCO | CISCO SYS INC | 8,621 | $1.013M | 0.6% | $117.46 | $55.81 | +110.5% | COM | 17275R102 |
| MRK | MERCK & CO INC | 7,156 | $920K | 0.6% | $128.50 | $115.84 | +10.9% | COM | 58933Y105 |
| CVX | CHEVRON CORPORATION | 5,488 | $910K | 0.6% | $165.76 | $183.40 | -9.6% | COM | 166764100 |
| LRCX | LAM RESEARCH CORP | 2,067 | $896K | 0.6% | $433.33 | $239.33 | +81.1% | COM NEW | 512807306 |
| DDOG | DATADOG INC | 3,391 | $883K | 0.6% | $260.36 | $131.04 | +98.7% | CL A COM | 23804L103 |
| BAI | BLACKROCK ETF TRUST | 16,337 | $861K | 0.5% | $52.72 | $31.55 | +67.1% | ISHA I IN TE ETF | 09290C780 |
| BINC | BLACKROCK ETF TRUST II | 16,225 | $849K | 0.5% | $52.34 | $52.70 | -0.7% | ISHA FLEX IN ETF | 092528603 |
| SNOW | SNOWFLAKE INC | 3,309 | $842K | 0.5% | $254.50 | $185.03 | +37.5% | COM SHS | 833445109 |
| DG | DOLLAR GEN CORP | 7,106 | $818K | 0.5% | $115.11 | $92.12 | +25.0% | COM | 256677105 |
| BALI | BLACKROCK ETF TRUST | 23,890 | $808K | 0.5% | $33.83 | $31.78 | +6.5% | ISHARES US LARG | 09290C863 |
| MTUM | ISHARES TR | 2,311 | $792K | 0.5% | $342.83 | $258.60 | +32.6% | MSCI USA MMENTM | 46432F396 |
| MDT | MEDTRONIC PLC | 10,067 | $788K | 0.5% | $78.23 | $85.33 | -8.3% | SHS | G5960L103 |
| RTX | RTX CORPORATION | 4,108 | $779K | 0.5% | $189.73 | $119.15 | +59.2% | COM | 75513E101 |
| CCK | CROWN HLDGS INC | 6,934 | $775K | 0.5% | $111.82 | $101.52 | +10.1% | COM | 228368106 |
| DIS | DISNEY WALT CO | 8,050 | $775K | 0.5% | $96.25 | $107.20 | -10.2% | COM | 254687106 |
| COST | COSTCO WHOLESALE CORPORATION | 815 | $762K | 0.5% | $935.47 | $922.64 | +1.4% | COM | 22160K105 |
| EFG | ISHARES TR | 6,028 | $750K | 0.5% | $124.42 | $120.59 | +3.2% | EAFE GRWTH ETF | 464288885 |
| CLOA | BLACKROCK ETF TRUST II | 14,134 | $734K | 0.5% | $51.91 | $51.86 | +0.1% | ISHARES AAA CLO | 092528504 |
| CSX | CSX CORP | 15,411 | $732K | 0.5% | $47.53 | $33.02 | +44.0% | COM | 126408103 |
| UNH | UNITEDHEALTH GROUP INC | 1,715 | $713K | 0.5% | $415.63 | $370.65 | +12.1% | COM | 91324P102 |
| BLCR | BLACKROCK ETF TRUST | 13,962 | $703K | 0.4% | $50.37 | $48.08 | +4.8% | ISHA LA CORE ETF | 09290C855 |
| KDP | KEURIG DR PEPPER INC | 21,213 | $694K | 0.4% | $32.73 | $29.66 | +10.4% | COM | 49271V100 |
| MCK | MCKESSON CORP | 917 | $693K | 0.4% | $755.60 | $665.33 | +13.6% | COM | 58155Q103 |
| XLK | SELECT SECTOR SPDR TR | 3,629 | $691K | 0.4% | $190.51 | $137.22 | +38.8% | ST STR TECHN ETF | 81369Y803 |
| PPG | PPG INDS INC | 5,674 | $688K | 0.4% | $121.29 | $111.18 | +9.1% | COM | 693506107 |
| PANW | PALO ALTO NETWORKS INC | 2,001 | $682K | 0.4% | $341.02 | $177.09 | +92.6% | COM | 697435105 |
| DTE | DTE ENERGY CO | 4,470 | $681K | 0.4% | $152.37 | $141.29 | +7.8% | COM | 233331107 |
| ORCL | ORACLE CORP | 4,617 | $677K | 0.4% | $146.56 | $179.97 | -18.6% | COM | 68389X105 |
| CORO | BLACKROCK ETF TRUST | 18,420 | $674K | 0.4% | $36.60 | $35.33 | +3.6% | ISHA IN CTRY ETF | 09290C764 |
| IDEF | BLACKROCK ETF TRUST | 20,797 | $661K | 0.4% | $31.78 | $33.06 | -3.9% | ISHARES DEFENSE | 09290C699 |
| D | DOMINION ENERGY INC | 9,578 | $654K | 0.4% | $68.29 | $65.02 | +5.0% | COM | 25746U109 |
| WMT | WALMART INC | 5,675 | $643K | 0.4% | $113.26 | $91.73 | +23.5% | COM | 931142103 |
| IUSB | ISHARES TR | 13,753 | $635K | 0.4% | $46.15 | $45.90 | +0.5% | CORE UNIVRSL USD | 46434V613 |
| SCHD | SCHWAB STRATEGIC TR | 20,015 | $635K | 0.4% | $31.71 | $28.45 | +11.5% | US DIVIDEND EQ | 808524797 |
| ILCG | ISHARES TR | 5,400 | $632K | 0.4% | $117.02 | $88.44 | +32.3% | MORNINGSTAR GRWT | 464287119 |
| NEE | NEXTERA ENERGY INC | 7,176 | $630K | 0.4% | $87.77 | $75.03 | +17.0% | COM | 65339F101 |
| PWR | QUANTA SVCS INC | 870 | $626K | 0.4% | $720.04 | $683.53 | +5.3% | COM | 74762E102 |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1,602 | $620K | 0.4% | $386.73 | $331.39 | +16.7% | COM | 036752103 |
| EVRG | EVERGY INC | 7,094 | $613K | 0.4% | $86.43 | $76.92 | +12.4% | COM | 30034W106 |
| QSR | RESTAURANT BRANDS INTL INC | 8,337 | $605K | 0.4% | $72.51 | $76.14 | -4.8% | COM | 76131D103 |
| TLH | ISHARES TR | 5,990 | $601K | 0.4% | $100.35 | $100.59 | -0.2% | 10-20 YR TRS ETF | 464288653 |
| FNDF | SCHWAB STRATEGIC TR | 11,188 | $590K | 0.4% | $52.76 | $40.50 | +30.3% | FUNDAMENTAL INTL | 808524755 |
| HAS | HASBRO INC | 7,119 | $588K | 0.4% | $82.59 | $65.55 | +26.0% | COM | 418056107 |
| AZN | ASTRAZENECA PLC | 3,057 | $580K | 0.4% | $189.62 | $191.34 | -0.9% | ORD | G0593M107 |
| OEF | ISHARES TR | 1,525 | $558K | 0.4% | $365.83 | $296.12 | +23.6% | S&P 100 ETF | 464287101 |
| EQT | EQT CORP | 10,423 | $554K | 0.4% | $53.17 | $56.11 | -5.2% | COM | 26884L109 |
| EFV | ISHARES TR | 7,081 | $542K | 0.3% | $76.55 | $59.06 | +29.6% | EAFE VALUE ETF | 464288877 |
| THRO | BLACKROCK ETF TRUST | 12,503 | $539K | 0.3% | $43.11 | $32.99 | +30.7% | ISHA US THEM ETF | 09290C806 |
| PEP | PEPSICO INC | 3,930 | $532K | 0.3% | $135.42 | $155.28 | -12.8% | COM | 713448108 |
| SHEL | SHELL PLC | 6,651 | $516K | 0.3% | $77.54 | $66.24 | +17.1% | SPON ADS | 780259305 |
| PG | PROCTER & GAMBLE CO | 3,497 | $513K | 0.3% | $146.64 | $155.73 | -5.8% | COM | 742718109 |
| IGEB | ISHARES TR | 11,190 | $505K | 0.3% | $45.11 | $45.45 | -0.7% | INVT GRAD SY ETF | 46435G219 |
| V | VISA INC | 1,439 | $494K | 0.3% | $343.09 | $298.79 | +14.8% | COM CL A | 92826C839 |
| PCAR | PACCAR INC | 4,077 | $490K | 0.3% | $120.12 | $118.01 | +1.8% | COM | 693718108 |
| NFLX | NETFLIX INC. | 6,719 | $480K | 0.3% | $71.40 | $105.43 | -32.3% | COM | 64110L106 |
| LMT | LOCKHEED MARTIN CORP | 938 | $478K | 0.3% | $509.46 | $448.62 | +13.6% | COM | 539830109 |
| COWZ | PACER FDS TR | 7,569 | $471K | 0.3% | $62.20 | $58.52 | +6.3% | US CASH COWS 100 | 69374H881 |
| AIG | AMERICAN INTL GROUP INC | 6,243 | $465K | 0.3% | $74.53 | $73.42 | +1.5% | COM NEW | 026874784 |
| ETN | EATON CORP PLC | 1,089 | $464K | 0.3% | $426.12 | $403.27 | +5.7% | SHS | G29183103 |
| RTO | RENTOKIL INITIAL PLC | 16,001 | $458K | 0.3% | $28.61 | $31.54 | -9.3% | SPONSORED ADR | 760125104 |
| JCI | JOHNSON CONTROLS INTERNATION | 3,115 | $455K | 0.3% | $146.11 | $81.95 | +78.3% | SHS | G51502105 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 5,706 | $452K | 0.3% | $79.22 | $73.63 | +7.6% | COM | 459506101 |
| EQIX | EQUINIX INC | 424 | $442K | 0.3% | $1042.39 | $1042.39 | — | COM | 29444U700 |
| AJG | GALLAGHER ARTHUR J & CO | 1,903 | $437K | 0.3% | $229.57 | $230.49 | -0.4% | COM | 363576109 |
| HWM | HOWMET AEROSPACE INC | 1,611 | $433K | 0.3% | $268.86 | $233.97 | +14.9% | COM | 443201108 |
| FLEX | FLEX LTD | 2,605 | $422K | 0.3% | $162.07 | $121.28 | +33.6% | ORD | Y2573F102 |
| RDVY | FIRST TR EXCHANGE TRADED FD | 5,192 | $421K | 0.3% | $81.06 | $63.97 | +26.7% | RISNG DIVD ACHIV | 33738R506 |
| VZ | VERIZON COMMUNICATIONS INC | 9,912 | $420K | 0.3% | $42.34 | $39.45 | +7.3% | COM | 92343V104 |
| PKW | INVESCO EXCHANGE TRADED FD T | 2,952 | $418K | 0.3% | $141.67 | $118.40 | +19.6% | BUYBACK ACHIEV | 46137V308 |
| INTC | INTEL CORP | 2,989 | $417K | 0.3% | $139.64 | $101.12 | +38.1% | COM | 458140100 |
| APD | AIR PRODUCTS AND CHEMICALS I | 1,403 | $411K | 0.3% | $293.18 | $275.72 | +6.3% | COM | 009158106 |
| AEP | AMERICAN ELEC PWR CO INC | 2,996 | $410K | 0.3% | $136.81 | $107.52 | +27.2% | COM | 025537101 |
| DHR | DANAHER CORP DEL | 2,138 | $407K | 0.3% | $190.48 | $181.57 | +4.9% | COM | 235851102 |
| IALT | BLACKROCK ETF TRUST | 14,042 | $394K | 0.3% | $28.05 | $28.05 | -0.0% | ISHA SYST AL ETF | 09290C665 |
| FNF | FIDELITY NATL FINL INC | 8,251 | $389K | 0.2% | $47.16 | $55.58 | -15.1% | COM SHS | 31620R303 |
| APP | APPLOVIN CORP | 736 | $379K | 0.2% | $515.23 | $465.59 | +10.7% | COM CL A | 03831W108 |
| GOVT | ISHARES TR | 16,574 | $378K | 0.2% | $22.78 | $22.77 | +0.0% | US TREAS BD ETF | 46429B267 |
| GM | GENERAL MTRS CO | 4,847 | $374K | 0.2% | $77.08 | $51.94 | +48.4% | COM | 37045V100 |
| STAG | STAG INDUSTRIAL INC | 9,719 | $370K | 0.2% | $38.06 | $36.54 | — | COM | 85254J102 |
| CFG | CITIZENS FINL GROUP INC | 5,237 | $367K | 0.2% | $70.07 | $62.14 | +12.8% | COM | 174610105 |
| WPM | WHEATON PRECIOUS METALS CORP | 3,186 | $358K | 0.2% | $112.32 | $130.10 | -13.7% | COM | 962879102 |
| TECK | TECK RESOURCES LTD | 5,913 | $352K | 0.2% | $59.46 | $39.49 | +50.6% | CL B | 878742204 |
| SECU | BLACKROCK ETF TRUST II | 6,958 | $347K | 0.2% | $49.86 | $49.76 | +0.2% | ISHA SECU IN ETF | 092528819 |
| WELL | WELLTOWER INC | 1,520 | $345K | 0.2% | $226.97 | $226.97 | — | COM | 95040Q104 |
| AXP | AMERICAN EXPRESS CO | 1,006 | $340K | 0.2% | $338.25 | $283.58 | +19.3% | COM | 025816109 |
| COF | CAPITAL ONE FINL CORP | 1,669 | $335K | 0.2% | $200.62 | $212.01 | -5.4% | COM | 14040H105 |
| VRT | VERTIV HOLDINGS CO | 1,000 | $335K | 0.2% | $334.82 | $317.15 | +5.6% | COM CL A | 92537N108 |
| HON | HONEYWELL INTL INC | 1,494 | $335K | 0.2% | $223.90 | $223.90 | — | COM | 438516205 |
| HONA | HONEYWELL AEROSPACE INC | 1,494 | $330K | 0.2% | $221.08 | $240.18 | -8.0% | COM | 43849R105 |
| ASML | ASML HLDG NV | 166 | $330K | 0.2% | $1989.44 | $728.25 | +173.2% | N Y REGISTRY SHS | N07059210 |
| XOM | EXXON MOBIL CORP | 2,409 | $329K | 0.2% | $136.72 | $112.36 | +21.7% | COM | 30231G102 |
| MBB | ISHARES TR | 3,415 | $323K | 0.2% | $94.52 | $93.14 | +1.5% | MBS ETF | 464288588 |
| SSNC | SS&C TECH HLDGS | 5,202 | $323K | 0.2% | $62.05 | $76.15 | -18.5% | COM | 78467J100 |
| EUHY | ISHARES INC | 5,939 | $320K | 0.2% | $53.86 | $53.33 | +1.0% | EURO HIGH YIELD | 464286210 |
| CCI | CROWN CASTLE INC | 4,193 | $318K | 0.2% | $75.73 | $75.73 | — | COM | 22822V101 |
| EMLC | VANECK ETF TRUST | 12,421 | $317K | 0.2% | $25.56 | $25.61 | -0.2% | JP MRGAN EM LOC | 92189H300 |
| REXR | REXFORD INDL RLTY INC | 9,419 | $316K | 0.2% | $33.50 | $38.46 | — | COM | 76169C100 |
| ADP | AUTOMATIC DATA PROCESSING IN | 1,407 | $315K | 0.2% | $223.95 | $287.90 | -22.2% | COM | 053015103 |
| FTV | FORTIVE CORP | 5,012 | $306K | 0.2% | $61.09 | $56.06 | +9.0% | COM | 34959J108 |
| ESGU | ISHARES TR | 1,860 | $304K | 0.2% | $163.68 | $129.99 | +25.9% | ESG AWR MSCI USA | 46435G425 |
| FDX | FEDEX CORP | 954 | $299K | 0.2% | $313.13 | $349.05 | -10.3% | COM | 31428X106 |
| KO | COCA COLA CO | 3,645 | $296K | 0.2% | $81.27 | $64.73 | +25.6% | COM | 191216100 |
| HDV | ISHARES TR | 10,720 | $294K | 0.2% | $27.41 | $27.08 | +1.2% | CORE HIGH DV ETF | 46429B663 |
| TDG | TRANSDIGM GROUP INC | 216 | $288K | 0.2% | $1332.04 | $1247.35 | +6.8% | COM | 893641100 |
| IDCC | INTERDIGITAL INC | 1,000 | $283K | 0.2% | $283.13 | $201.31 | +40.6% | COM | 45867G101 |
| BDYN | BLACKROCK ETF TRUST | 9,916 | $275K | 0.2% | $27.74 | $25.25 | +9.9% | DYNAMIC EQTY ACT | 09290C723 |
| PFE | PFIZER INC | 11,164 | $269K | 0.2% | $24.08 | $24.69 | -2.5% | COM | 717081103 |
| HSY | HERSHEY CO | 1,477 | $259K | 0.2% | $175.41 | $172.88 | +1.5% | COM | 427866108 |
| GD | GENERAL DYNAMICS CORP | 726 | $257K | 0.2% | $354.24 | $255.81 | +38.5% | COM | 369550108 |
| GGOV | BLACKROCK ETF TRUST II | 5,079 | $255K | 0.2% | $50.29 | $49.92 | +0.7% | ISHA GLO USD ETF | 092528835 |
| SEIC | SEI INVTS CO | 2,850 | $250K | 0.2% | $87.71 | $77.08 | +13.8% | COM | 784117103 |
| IWF | ISHARES TR | 1,976 | $245K | 0.2% | $124.17 | $114.32 | +8.6% | RUS 1000 GRW ETF | 464287614 |
| TMO | THERMO FISHER SCIENTIFIC INC | 479 | $240K | 0.2% | $501.36 | $486.28 | +3.1% | COM | 883556102 |
| GS | GOLDMAN SACHS GROUP INC | 229 | $232K | 0.1% | $1011.81 | $550.32 | +83.8% | COM | 38141G104 |
| GEV | GE VERNOVA INC | 194 | $228K | 0.1% | $1174.86 | $1020.67 | +15.1% | COM | 36828A101 |
| WM | WASTE MGMT INC DEL | 988 | $220K | 0.1% | $222.96 | $211.11 | +5.6% | COM | 94106L109 |
| TSLA | TESLA INC | 511 | $215K | 0.1% | $420.26 | $397.72 | +5.8% | COM | 88160R101 |
| SCHG | SCHWAB STRATEGIC TR | 6,325 | $214K | 0.1% | $33.84 | $33.14 | +2.1% | US LCAP GR ETF | 808524300 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | 4,814 | $207K | 0.1% | $43.04 | $37.02 | +16.2% | FT VEST U.S EQT | 33740F441 |
| IEF | ISHARES TR | 2,116 | $200K | 0.1% | $94.57 | $94.63 | -0.1% | 7-10 YR TRSY BD | 464287440 |